Blog
Help Clients with the ‘Inheritance Talk’
It wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But when the subject turns to inheritance, many clients would rather have a root canal than talk about family...
Budgeting for Trustee Success
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different. Unfortunately, many trustees of special needs trusts (especially family members of trust beneficiaries) have little or no experience handling...
Four New Year’s Planning Resolutions
The new year is always a time to take stock of the previous year and to make positive changes for the months ahead. Here are several resolutions that your clients should keep, in 2014 and beyond. 1. Review and Update Retirement Plan and Life Insurance Beneficiary...
Planning for Disability – The Good, The Bad and The Necessary
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we'll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of our newsletter examines the...
Think Carefully Before Giving Gift Cards to an SSI Recipient
The holidays are here and most families are busy shopping for gifts for their loved ones. According to the National Retail Federation, gift cards are once again expected to be the most popular gift given because they are easy to buy and they take the guesswork out of...
The Recession, Financially Troubled Beneficiaries and Your Client’s IRAs
As our struggling economy tries to sputter back to life, we still see its impact on our clients’ families. The stress of the real estate market crash and the wreckage of the lingering recession has left deep financial scars. There is still a desire by better off...
